Delivra – Ontraport CRM and Marketing Automation Software – 2019

Background Delivra

When a powerful CRM meets with an intelligent Autoresponder, you get ONTRAPORT. It’s an all-in-one marketing automation tool that provides great features such as strong CRM, email marketing, membership websites, one-click WordPress integration, payment processing, affiliate management and much more. Delivra

We reviewed ONTRAPORT almost two years ago, but Since then, the software has developed considerably, and they have added some new capabilities. Thus, it’s time to update our review. They’ve added new features that were significant, but also have some old ones although at first. Let’s explore it.

Company Overview

ONTRAPORT founder and CEO Landon Ray created ONTRAPORT while running another business, when he could not locate a CRM that will allow him to run his business on one platform. Conceptualized in 2006 and found in 2008, ONTRAPORT has grown during the past few years and they have. They’ve won several awards including #2 nationally for CareerBuilder’s’Big Strides at Small Business’, #102 on the Inc 500 list of fastest growing companies in the country, a spot on the 50 Most Engaged Workplaces listing, a Red Herring Top 100, and a Forbes Most Promising Companies listing.

Who is it not for?

It is not ideal for large or companies. And in case you send a great deal of emails every month, and have hundreds of thousands of clients, ONTRAPORT could end up being rather costly. Companies that run traditional sales models and do not really need autoresponder and marketing automation, can find alternatives.

Who’s it for?

If you sell information products, offer coaching services, Run any type of paid membership website or education, or instruction, you’ll absolutely love ONTRAPORT. It makes your life simpler by automating almost everything other CRMs will force you to do manually.

Like any other software, ONTRAPORT has its own Pros and cons. It is not perfect, and there are things that its rivals can perform exponentially better. However, it’s one of the greatest — if not the best — marketing automation software solutions available for small companies, particularly if they market their goods or services on the internet. Delivra

Getting started

Getting started with ONTRAPORT is not quite as complex as it had been two Years ago. It doesn’t provide a trial version just like most other CRMs, but does provide a 90-day money-back guarantee. If you think the product is not best for you or you’re not prepared for it yet, you are going to get full refund, no cancellation fee, no questions asked.

Signing up for ONTRAPORT is a little complicated and you can only import Contacts in CSV format. Many CRMs allow you to import contacts in different formats, or perhaps straight from third party sources like Gmail, social media stations, Yahoo, Highrise etc.. However, the import process is simple and pretty streamlined, you can add new fields to fit the information you’re importing, from the same page.

You can add new custom fields immediately while importing contacts

Also, there is no installation fee and you get 2 hours and implementation. If you want to have a look at the machine before buying 20, you can also get a free presentation.

Workspace and user experience

The program sounds somewhat less responsive than Infusionsoft, and their Main dashboard — though customizable — is not very intuitive. The dashboard shows a lot of boxes that show the metrics you choose, but it may be a little confusing.

Many CRMs such as Salesforce, Groove, Nimble, Sprout offer powerful Social media integration to supply you with a better comprehension of your customers, ONTRAPORT is missing this feature. When we reviewed ONTRAPORT last time, they had an app nor a mobile-friendly site. Although, they have an app for the two iOS and Android today, none of these is updated. We tested the latter and encountered too many problems to list here.

Apart from the Aforementioned qualms, we actually liked things About the workspace: the interface is customizable, so the menus have been laid out, practical and regular naming conventions have been utilized, and you will find quick add/manage buttons for every single different module. You can add up to 150 custom fields and custom columns to customize the work place depending on your business needs.

Probably the characteristic in the entire workspace Is a fast menu that appears at the top of the page once you click on the small button at the top right-hand corner. This quick menu comprises your workflows, any unedited objects, and pinned items. It is possible to easily pin any object by clicking on the trap button highlighted in the screenshot below, so you can instantly access your favourite types , contacts, landing pages or some other menus.

When you want to go, the work area excels Beyond contacting and managing your customers. For instance, you could create landing pages, sales cart, web forms and also a lot more by simply dragging and dropping items.

When we compare the work area of ONTRAPORT and Infusionsoft, it turns Out that despite InfusionSoft having some additional features and bells and whistles, what you can do, another may also do. A notable difference is Infusionsoft’s campaign builder, which can be more intuitive than its counterpart in ONTRAPORT.

Powerful API

Apart from integration with third party programs that are several Like WordPress, Facebook, WISTIA, Twilio, KAJABI, EVERGREEN, GoToWebinar, Authorize.Net, Elavon, eWay, UltraCART, 1ShoppingCart, and ClickBank, ONTRAPORT has an API that lets you integrate it with virtually any software.

How hot is it?

Short answer is we’re not sure. They weren’t Exactly forthcoming about their client base, other than it extends to over 63 countries around the world. Delivra

Advantages

Best value for money — you get a CRM, an autoresponder, a shopping cart, WordPress membership sites, affiliate management and job automation for only a couple of hundred dollars. On the contrary, one of their main rivals Infusionsoft costs $1,999 kickstart charge.

You do not even need your own site because ONTRAPORT can also host your website since their sub-domain

Great customer service

Pricing — The most obvious benefit of ONTRAPORT is the affordability of their services. At $297/month with no setup fees and two hours of free onboarding calls, they are positioned quite inexpensively. What is important to think about with Ontraport is that they give you access to all their attributes, along with the ability to keep 25,000 contacts and send 100,000 emails. While some other tools might start at a lower entry cost, you would likely pay 5-10x the cost of ONTRAPORT for the same level of contacts &amp; features. They’re scalable so that as your business grows, they could develop with you so that you don’t need to be concerned about shifting systems afterwards. The offer of a 90 day risk free assurance is practically unheard of nowadays along with month-to-month or discounted yearly pricing alternative after the 90 day risk guarantee interval.

Great neighborhood — ONTRAPORT has award winning customer support via phone, chat, and email during most business hours. They’re clearly committed to the achievement of the clients, holding a 97% satisfaction rate and each of their managers operate from one central location for easy communication between development and support. They upgraded all of their servers for redundancy, spent at a content delivery network to guarantee the fastest speed internationally and are constantly on the lookout for ways to make their program quick and responsive. They also have a great community of users in their Facebook user group, an instruction site that is totally free to ONTRAPORT customers, a quarterly bootcamp and certified consultant program and an yearly business building event in Santa Barbara, CA.

Unified system — ONTRAPORT is the automatic engine behind your marketing and advertising campaigns, seamlessly incorporating your emails, landing pages, ecommerce and much more with your CRM so you can hyper-target your prospects and convert them into customers. Whenever you have systems handling every one these operations, your data is strewn about and it is hard to have the ability to make intelligent, data-driven decisions about your business. ONTRAPORT unites your advertising efforts into one, fundamental system so you have ONE place to call to look at your organization data.

Custom objects — ONTRAPORT offers the ability to construct custom objects that’s only accessible business systems like SalesForce, Marketo or even Eloqua. Custom made items permits you to create relationships between databases. Unique to your company.

ECommerce features — ONTRAPORT includes a large range of notable ecommerce features including automatic credit card payment collections and the capacity to add upsells, cross-sells, cart abandonment and credit card expiration notification automation.

Disadvantages

Lacks some conventional sales modules such as chance management

No social media integration

Bad cellular program, not regularly updated

With all the e-commerce and membership website features, ONTRAPORT should have a customer care module where clients can increase a ticket

No visual sales funnel

Their two bundles allow 25,000 contacts with 100K emails and 100K contacts with 100k emails. Meaning if you hit on the top limit for your contacts, you may only send four or one email per contact per month respectively, and purchasing email packages can be pricey

The learning curve could be a bit steep, especially when you wish to use the innovative features

Dashboard user interface — While you are able to create virtually any metric you would enjoy, their coverage dashboard is not particularly visually attractive as it doesn’t have graphs and charts. Delivra

Automation campaign builder — While Ontraport’s effort builder is simple to use and sufficiently strong, it works by adding text-based principles one under another. We find the visual’flowchart’ style campaign builder used by some of Ontraport’s competitors intuitive to use.

Features of ONTRAPORT

Before we delve into the features of ONTRAPORT, Let’s first talk about the three recently added features: ONTRAforms, ONTRAPORT marketplace, and ONTRAPORT projects, throughout the annual event named ONTRApalooza, in 2015.

ONTRAPORT Projects

Powerful and another interesting feature is ONTRAPORT Projects. Basically, it’s an in-app training program which lets you get your business up and running. Some data collects about your business and suggests projects that are different based on your company needs. You walk through the rest of the process when a project is chosen by you. You keep using different features of the CRM, or can pause your job and resume it in the same point after.

Let’s say you want to market a product to get a monthly Subscription, and you’re using ONTRAPORT for your very first time, you probably don’t have any clue what to do and where to get started. Where Projects menu comes to your rescue, this is; it will guide you to look after everything from defining a product to selecting subscription fee to referrals and so on.

ONTRAPORT Marketplace

Like a program store, the ONTRAPORT marketplace allows you to Share ONTRApages, ONTRAmail and ONTRAform templates with the ONTRAPORT community. You can use templates or share the ones which you created along with others.

When they can be chosen by you to Share for free, free for certain customers or you may even charge for your designs as well as content either a one-time fee or recurring subscription fee. The software system deals with everything, and you get 90 percent of this fee. This is of a higher value than most will realise.

Sequences

This is an Extremely customizable menu that lets you Create a set of follow up activities i.e. email, SMS, tasks, rules in addition to fulfillments. These sequences could be triggered by clients through your blog, email or any other source, and the client’s request will be processed by ONTRAPORT according to the rules you specified, even while you are sleeping.

Contacts

ONTRAPORT Permits You to save Many Different significant details about your Prospects clients in addition to in a single customizable screen. While viewing a contact, you can send them an email or a text message, then log a telephone call, handle their credit card, add a task… and the list goes on and on.

To upgrade any field, simply click on the value from the Particular field, enter the new value and hit save button which appears right alongside the field. Adding tags and strings can also be a matter of a few clicks. In short, the touch menu is straightforward yet comprehensive.

Messages

ONTRAPORT allows you to send text messages, emails , full colour Postcards, and last but not least, professionally equipped, totally customizable email templates called ONTRAmail. Depending upon the pricing strategy you pick, you can send a certain number of emails per month, and if you have an extremely large clientele, you might end up having to buy costly additional messages. For text messages, you need to pay 2 cents per message — which ONTRAPORT claims is the lowest priced in the business. Similarly, ONTRAPORT costs a little .

The best thing about messages is They are Two-way messages i.e. the answer from the client can activate a sequence. Also, you can automatically insert merge fields to mails in addition to text messages i.e. original name/last title or some other info of the contact.

Rules

Trigger activities or sequences based on whether, then conditions. By way of example, you can create a guideline to recharge transactions were diminished by all, eliminate the contact send email notification to any of your teammates, add a label and so on. Delivra

Event management

Event management is yet another unique feature of ONTRAPORT that lets you to run and manage events such as webinars, teleseminars or events that are live. You’re able to monitor individuals who attended and tell the CRM to follow up with each group.

Tasks

The job management automates most of the procedures and saves a lot of time. You can assign prospects to your applicable teammate, path leads based on several indicators (zip code, job name, site visits etc.). You can make decisions of routing leads on a percent or round-robin basis.

It’s disappointing that you can’t add a new task Rather you need to go to Contacts or Messages to bring a new task when you are seeing your tasks. Also, there is no integrated calendar.

Settings

It is a little menu that allows you add/edit/delete Import contacts, Customized fields, manage modify the default value of the merge fields, manage broadcasts, and lead grading and routing.

Partner & Affiliate Program Management

This attribute lets you manage your affiliate program. Create a branded partner centre and offer the instruments to them. You can make affiliate programs for various products or spouse kinds. You could also automate commissions or manually sanction them.

Revenue

You’ll Should you run an ecommerce business Love the revenue module of ONTRAPORT. Here you can see all the purchases made by your customers, products that you sell, create different reports such as sales report, subscriber retention file, transaction log, open orders and much more.

When it comes to e-commerce, while ONTRAPORT does The basics right, Infusionsoft beats on it . Firstly, ONTRAPORT doesn’t have a fully operational shopping cart as discovered in Infusionsoft. To get similar functionality, you’ll need to incorporate ONTRAPORT with 1 Shopping Cart, a well-known, independent cart merchandise. Handling payments in addition to handling payment plans is relatively simpler in Infusionsoft: Infusionsoft has an integrated merchant accounts called Infusionsoft Payments, a feature missing in ONTRAPORT.

Tracking

This menu tells who is engaging with your own content. Unlike many other Analytic programs, ONTRAPORT monitoring not only demonstrates exactly how many users are viewing your website, but it also tells you they are, precisely what pages they’ve seen, when they viewed it and far more.

Users can be tracked by you by effort, by lead Source, by mediumarticles, or by term and receive alerts when someone downloads your merchandise to follow up; a prospect visits a landing page or anything else. Delivra

Websites

This module create amazing in Addition to allows you integrate WordPress websites Landing pages simply by dropping and dragging. Last time we reviewed ONTRAPORT, this module did not operate on Google Chrome, but we were able to create a nice landing page this moment.

It is a great feature for selling products or Online coaching services. You create membership levels can host videos and media for your customers, and upgrade members over time, when accessibility is paid for by them.

ONTRAforms

You can choose to create order or opt-in forms using ONTRAPORT and then Host in your webpage. As there are a whole lot of professionally designed templates all you need to do is publish, and add your photos and texts. By using this editor that is click-to-select customizing the blocks and using them over and over again is a matter of a couple of mouse clicks.

You can publish your forms as forms that are static, Picture or connection, or possibly a lightbox pop-up. The alternative that is most interesting and intelligent is probably the lightbox pop-up, which you can opt to be triggered when a person spends a specified amount of time on your site, scrolls percentage of the webpage or intends to depart. A adequate pop-up tool on its own is quite expensive.

Cost

ONTRAPORT has recently announced a new pricing strategy, Geared towards solopreneurs, called Basic. It offers only 1 login, is reasonably priced but lacks important capabilities. The remainder of the 2 plans have not changed much since we last reviewed ONTRAPORT, and the plans come with a money-back guarantee.

Basic

$79/month, 1,000 contacts emails, ONTRApages webpages, amazing email templates and SMS advertising automation to get you started right

Guru

Wrap-up

ONTRAPORT as a CRM impresses, and as a company ONTRAPORT impresses. Their progressiveness is represented in their product. It is a game of leapfrog with the contest, and they perform it well, continuously enhancing their product. Their CRM is particularly suited to companies that do sophisticated email advertising, and should you operate an affiliate program (which is an ideal way to run a little-cost independent sales team), ONTRAPORT is a superb tool to handle that for you, also. Delivra